401(k) · DOL Form 5500 · 2024

Self Directed Property Investment, Inc. 401(k) Plan

Data updated 2026-08-25

$151K
Total assets Small plan by assets
3
Participants Small participant base
8th
Percentile by assets National rank
$50,216
Avg per participant Low balance/head
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Official DOL plan name: Self Directed Property Investment, Inc. 401(k) Plan · Sponsored by Self Directed Property Investment, Inc. · California · Real Estate

$151K in assets, 3 participants

Self Directed Property Investment, Inc.'s Self Directed Property Investment, Inc. 401(k) Plan reported $151K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 8th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #551 in Real Estate (4,605 peers)

Self Directed Property Investment, Inc. multi-year trail

Self Directed Property Investment, Inc.'s plans moved -15.0% in assets from 2022 to 2024; this filing shows Self Directed Property Investment, Inc. 401(k) Plan at $151K / 3 participants.

#551
in Real Estate (4,605 peers)
-18.5%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Self Directed Property Investment, Inc. 401(k) Plan among the smaller filed plans by assets

Self Directed Property Investment, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$150,648 8th percentile higher than 8% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Self Directed Property Investment, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Self Directed Property Investment, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Self Directed Property Investment, Inc. 401(k) Plan reported net income fell from $8K in the plan year 2023 filing to -$34K in the plan year 2024 filing.
  • Self Directed Property Investment, Inc. 401(k) Plan end-of-year assets fell from $185K in the plan year 2023 filing to $151K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461213760 · Self Directed Property Investment, Inc. PY 2024 · 401(k)

Self Directed Property Investment, Inc. 401(k) Plan · $151K · 3 · 8th

  • NET $151K
  • NET 3
  • NET 8th
  • NET 401(k)
  • NET near Lbw Advisors Inc 401(k) Plan
  • NET ind #551

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in California →

Self Directed Property Investment, Inc. 401(k) Plan in the asset neighbourhood

Self Directed Property Investment, Inc. 401(k) PlanSelf Directed Property Inves…$151KLbw Advisors Inc 401(k) Plan$151KCharmo Six Corporation 401(k) Profit Sharing PlanCharmo Six Corporation 401(k…$151KRelleum Group, Inc. 401(k) Profit Sharing PlanRelleum Group, Inc. 401(k) P…$151KNextgen Design and Development Inc 401(k) PlanNextgen Design and Developme…$151K
End-of-year total assets ($M) among Self Directed Property Investment, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Self Directed Property Investment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Self Directed Property Investment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$151K 15.045565280158801% vs 2022
2024 filing year
$0.14M$0.15M$0.16M$0.17M$0.18M$0.19M 202220232024 $0.18M $0.15M ▼ -16.7%
Year Plans Participants Total Assets
2022 1 3 $177K
2023 1 3 $185K
2024 1 3 $151K

Self Directed Property Investment, Inc. filing trail (2024)

Total Assets (Beginning of Year)$185K
Net Assets (End of Year)$151K
Net Income-$34K
Employer EIN461213760
Plan Effective Date2012-09-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Self Directed Property Investment, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Self Directed Property Investment, Inc. 401(k) Plan, Total assets ($B): 0.000150648 · Participants: 3Self Directed Property Investment, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Self Directed Property Investment, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Self Directed Property Investment, Inc. 401(k) Plan side-by-side with 3 peers →

Self Directed Property Investment, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lbw Advisors Inc 401(k) Plan in NC ($151K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Self Directed Property Investment, Inc. 401(k) Plan assets move in 2024? ▼
Self Directed Property Investment, Inc. 401(k) Plan declined sharply - down 18.5% during 2024, from $185K to $151K. Reported net income was -$34K.
How have Self Directed Property Investment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Self Directed Property Investment, Inc.'s sponsor-wide assets declined 15.0%, from $177K to $151K.
Where does Self Directed Property Investment, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Self Directed Property Investment, Inc. 401(k) Plan ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Self Directed Property Investment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lbw Advisors Inc 401(k) Plan in NC ($151K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Self Directed Property Investment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461213760.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.